Step 2: Understand goals and define your metrics
The quality of your onboarding process plays out through the end of the engagement. Tracking certain metrics can help you identify opportunities to improve the process.
Here are the metrics you should setup and track:
Average client lifetime — average time that clients hire you
Client churn rate — the rate at which clients leave you
Client Satisfaction Score — how happy clients are with your service
Make sure you complete this step before moving on.
And don’t forget, if you get stuck, we’re here to help!
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